Features — ElevaTechPro

Operations

Run your daily operations from one screen

Dispatch, work orders, and preventive maintenance — all connected, all real-time.

Dispatch Board

Drag-and-drop scheduling built for elevator dispatch

Technicians as rows, 30-minute time slots, color-coded by work order type. See your entire day at a glance and make changes instantly.

Drag-and-drop assignment across technicians and time slots
SLA countdown timers with visual urgency indicators
Emergency entrapment dispatch with one-click escalation
Monthly calendar view for PM scheduling overview
Right-click context menu: reassign, reprioritize, mark complete

See Dispatch Board

Work Orders

Every work order type, perfectly structured

Service calls, PM visits, inspections, entrapments — each with the right fields, checklists, and billing triggers built in.

Auto-generate PM work orders from contract schedules
Time and materials capture with technician clock-in/out
Parts used linked to inventory and billing
Customer signature captured on mobile at job completion
One-click invoice generation when work order closes

PM Schedule

Preventive maintenance on autopilot

Define PM frequencies by unit type and contract. Work orders generate automatically. Never miss a scheduled visit again.

Monthly, quarterly, semi-annual, and annual PM cadences
Auto-assign to preferred technician per building
PM completion tracked against contract obligations
Overdue PM alerts before they become compliance issues

Compliance

Jurisdiction-aware compliance, automatically

The only platform that knows the rules for every AHJ in all 48 states — and enforces them per unit.

Compliance Calendar

Every deadline, every unit, color-coded by urgency

Cat 1, Cat 5, annual inspections, certificate renewals — all auto-calculated from your jurisdiction settings and displayed in one calendar.

Green / Amber / Red / Black urgency color coding with icons
Batch-create inspection work orders from calendar view
AHJ filing deadline tracking with advance warning
QEI witness scheduling integrated with dispatch

See Compliance Engine

Inspections

ASME A17.1 checklists pre-loaded for every unit type

167+ checklist items covering all 8 unit types. Fail any item and a violation is created automatically with correct severity.

Cat 1 and Cat 5 templates for traction, hydraulic, escalator, LULA, dumbwaiter, and wheelchair lift
Photo capture per checklist item, stored in the work order
Digital signatures for technician and QEI witness
PDF compliance report generated instantly on completion

Violations

Track violations from discovery to resolution

Failed inspection items become violations automatically. Track status, assign corrective work orders, and document resolution for the AHJ.

Severity classification: Minor, Major, Immediate Hazard
Auto-link corrective work orders to violations
Resolution documentation and AHJ submission tracking
Building manager notified via customer portal automatically

Asset Management

Know every unit, every technician, every part

Units

Complete equipment records for every unit you maintain

Unit ID, serial number, make, model, installation date, jurisdiction, unit type, last inspection, next due — all in one place.

8 unit types: traction, hydraulic, escalator, moving walk, LULA, dumbwaiter, wheelchair lift, material lift
Full service history with every work order and inspection
Compliance status badge visible at a glance
CSV import from legacy platforms or spreadsheet

Technicians

Manage your field team and their certifications

Technician profiles, certifications, licenses, and availability — all tied to dispatch and work order assignment.

License and certification tracking with expiry alerts
Preferred technician assignment per building
Productivity metrics: jobs completed, callbacks, average time
Mobile app access with role-based permissions

Parts

Parts inventory linked to work orders and billing

Track parts on hand, set reorder points, and automatically add used parts to work order billing.

Parts catalog with cost and sell price
Reorder alerts when stock falls below minimum
Parts used auto-added to T&M invoices
Vendor tracking and purchase order history

Financial

Billing, contracts, and reports — all connected

Billing

Invoice automatically from work orders and contracts

Auto-generate contract invoices on schedule. Build T&M invoices from technician time and parts. Accept payment online via Stripe.

Contract billing: monthly, quarterly, or annual invoice generation
T&M billing assembled from work order labor and parts
Stripe payment links sent to building managers automatically
QuickBooks sync for your accounting team
AR aging report to track overdue accounts

Contracts

Manage every maintenance agreement in one place

Full-service, inspection-only, oil and grease — define contract types, rates, and obligations. Renewals tracked automatically.

Contract types: full-service, T&M, inspection-only, modernization
Billing rates, escalation clauses, and renewal dates
Contract obligations tied to PM and inspection scheduling
Renewal alert 90/60/30 days before expiry

Reports

10 built-in reports, no custom development needed

Compliance status, callback rate, revenue summary, AR aging, technician productivity, MCP maintenance log — ready on day one.

Compliance status report: pass/fail by building and unit
Callback rate analysis to identify recurring issues
Revenue and gross margin by contract type
Technician productivity: jobs, hours, and callbacks per tech
MCP maintenance log formatted for AHJ submission
Export to PDF or CSV with one click

Administration

Configure everything your company needs

Settings

Every configuration option, organized clearly

Jurisdiction rules, billing rates, user roles, notification preferences, integrations — all configurable without a support ticket.

Jurisdiction compliance rules per state and AHJ
User roles: admin, dispatcher, technician, billing, read-only
Notification preferences: email, SMS, in-app per event type
QuickBooks and Stripe integration configuration

Super Admin

Multi-tenant administration for enterprise operators

Manage multiple companies, configure white-label options, and monitor platform health — all from a single admin interface.

Multi-tenant company management with full data isolation
Usage metrics per company: units, work orders, users
Feature flag management for phased rollouts
Platform health monitoring and audit logs

Every tool your elevator company needs